# How insurance can narrow the valley of death [partner content]

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2025-10-15
- Length: 26m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content

## Summary

Jamie Daggett, energy storage and fuel cell lead at Ariel Green, explains how performance insurance bridges the 'valley of death' for clean energy startups by transferring technology risk from unproven suppliers to creditworthy insurers like Lloyd’s of London. He details the fallout from Powin Energy’s bankruptcy, noting that insured projects with Invenergy remained protected while others faced exposure, and discusses how the Moss Landing fire accelerated industry shifts toward LFP chemistry and containerized designs. Daggett also outlines the emerging risks and insurance requirements for long-duration storage technologies like flow batteries and sodium-ion systems.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content#t=8) Introduction: Jamie Daggett and the Role of Insurance
- [4:13](https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content#t=253) Categorizing Risks: From Lab to Commercial Scale
- [5:41](https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content#t=341) Bridging the Valley of Death with Creditworthy Backstops
- [11:42](https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content#t=702) The Powin Bankruptcy and Warranty Protection
- [16:54](https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content#t=1014) Lessons from the Moss Landing Fire and Safety Evolution
- [20:20](https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content#t=1220) Insuring Long-Duration Storage and New Technologies

## Topics

- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Batteries & low-power design](https://hardwarepodcasts.com/topic/batteries-and-low-power)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Quality & yield](https://hardwarepodcasts.com/topic/quality-and-yield)

## Most relevant to

companies scaling up

## Mentioned

- Ariel Green (company)
- Powin Energy (company)
- Lloyd’s of London (company)
- Invenergy (company)
- FlexGen (company)
- Moss Landing (product)
- ESS (company)
- Form Energy (company)
- Invinity (company)
- Tesla (company)
- KKR (company)
- NFPA (company)
- UL 9540 A (tool)

## Related episodes from other shows

- [Unlocking the renewable energy revolution with Ramya Swaminathan of Malta Inc.](https://hardwarepodcasts.com/podcast/how-i-built-this/2023-10-12-unlocking-the-renewable-energy-revolution-with-ramya-swaminathan-of-malta-inc) (How I Built This)
- [Good Energy Citizen](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-08-good-energy-citizen) (The Amp Hour)
- [The Role of Energy Storage Systems in Combating Climate Change with Mike Wietecki of Powin and John Thomas of ESS](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2024-05-09-the-role-of-energy-storage-systems-in-combating-climate-change-with-mike-wieteck) (Hardware to Save a Planet)
- [T-24-001 : Haytham Elhawary - Transitioning from Hardware to Insurance](https://hardwarepodcasts.com/podcast/tradeoffs/2024-02-17-t-24-001-haytham-elhawary-transitioning-from-hardware-to-insurance) (TRADEOFFS)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2025-10-15-how-insurance-can-narrow-the-valley-of-death-partner-content. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.